Basic Assignments
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Options & Settings
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Main Time Information
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Sorry, no photos available for this element of time.
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Notes:
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As a random note, we have had an increased number of requests for more robust email and contact type pieces. People are asking if we can record email transaction histories, be able to search that, and virtually see a sub phase of what is going on and happening. Added a new note as of 2/10/22 - We have also had requests to be able to see email history or email status of invoices, quotes, etc. that are sent to a client. Basically, the users want to use the system to send the emails, but they also want a record of what was done (dates, times, actions, responses) and other branching options after that. Currently, the only way they are able to tell if an email has been sent is if they CC (carbon copy) themselves into the email and keep one on file in their inbox or a sub folder. They would love to see more robust email tracking tools and options built into adilas. |